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ACCD

Accolade Inc

Delisted

ACCD was delisted on the 7th of April, 2025.

150 hedge funds and large institutions have $615M invested in Accolade Inc in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 36 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 156150 (-6)

19% less capital invested

Capital invested by funds: $755M → $615M (-$140M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

84% less call options, than puts

Call options by funds: $3.18M | Put options by funds: $19.3M

Holders
150
Holders Change
-6
Holders Change %
-3.85%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
60
Reduced
36
Closed
25
Calls
$3.18M
Puts
$19.3M
Net Calls
-$16.2M
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$69.6M -$215K -16,349 -0.2%
Brown Advisory
2
Brown Advisory
Maryland
$64.2M -$397K -30,266 -0.5%
AIM
3
ARK Investment Management
Florida
$63.9M +$4.71M +358,617 +6%
BlackRock
4
BlackRock
New York
$57M +$1.28M +97,803 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$55.9M +$2.07M +157,464 +3%
BG
6
Bellevue Group
Switzerland
$47.9M +$90.1K +6,864 +0.2%
RSCM
7
Rock Springs Capital Management
Maryland
$30.8M +$1.22M +93,000 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$19.8M +$4.2M +319,756 +21%
Sumitomo Mitsui Trust Group
9
Sumitomo Mitsui Trust Group
Japan
$19M +$12.4M +946,970 +111%
NAMA
10
Nikko Asset Management Americas
New York
$19M +$12.4M +946,970 +111%
State Street
11
State Street
Massachusetts
$16.1M +$364K +27,763 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$15.4M +$1.52M +116,002 +9%
WP
13
Woodline Partners
California
$12.4M +$15.4M +1,175,792 New
N
14
Nuveen
North Carolina
$9.28M -$3.77M -287,630 -25%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$8.79M -$3.53M -268,782 -24%
Northern Trust
16
Northern Trust
Illinois
$7.82M +$328K +24,998 +4%
Morgan Stanley
17
Morgan Stanley
New York
$6.55M +$206K +15,701 +3%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$6.1M -$215K -16,400 -3%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$5.6M +$3.64M +277,692 +110%
Charles Schwab
20
Charles Schwab
California
$5.52M +$539K +41,043 +9%
Renaissance Technologies
21
Renaissance Technologies
New York
$4.61M -$1.18M -89,600 -17%
Goldman Sachs
22
Goldman Sachs
New York
$4.57M +$1.13M +86,408 +25%
Prudential Financial
23
Prudential Financial
New Jersey
$4.21M +$344K +26,200 +7%
Bank of America
24
Bank of America
North Carolina
$3.25M -$7.33M -558,793 -65%
Jane Street
25
Jane Street
New York
$2.61M -$588K -44,787 -15%

ACCD Hedge Fund Activity: Q3 2023 in Review

150 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q3 2023, worth a combined $615M — down 19% from $755M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of ACCD and 20 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 60 added.

The largest buyer was Woodline Partners, opening a new position worth an estimated $15.4M. The largest seller was Bank of America, cutting an estimated $7.33M.

  • 150 institutional investors held Accolade Inc (ACCD) as of Q3 2023, down from 156 in Q2 2023.
  • Funds reported $615M of Accolade Inc stock for Q3 2023, down 19% quarter-over-quarter.
  • 20 funds opened new Accolade Inc positions in Q3 2023 and 25 closed out, a net change of -5 holders.
  • The largest Accolade Inc buyer in Q3 2023 was Woodline Partners, an estimated $15.4M added.
  • The largest Accolade Inc seller in Q3 2023 was Bank of America, an estimated $7.33M sold.

Based on aggregated 13F filings for Q3 2023.